Harold Murray Kalkstein

Current Employers

Employment History

• 05/1984 → Present
  Personnel Resources Consultants
  New York, NY
• 07/1983 → Present
  Benefits Dynamics
  New York, NY
• 08/2014 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL
• 08/2014 → Present
  Latitude Advisors, Llc
  Vero Beach, FL

Other Businesses

1)EXECRELOUSA, 555 Madison Avenue #514, NEW YORK, NY 10022, REAL ESTATE/RELO/ MEETING PLANNING SERVICE, NOT INVESTMENT RELATED, OWNER, SALES AND ADMINISTRATION, STARTED IN 1983 WORKING 0 HPM 0 DURING TRADING HOURS. 2)ALL RISK MANAGEMENT, 555 Madison Avenue #514, NEW YORK, NY 10022. P&C INSURANCE, NOT INVESTMENT RELATED, AGENT, OFFERING P&C INSURANCE STARTED IN 1983 WORKING 20 HPM ALL DURING TRADING HOURS. BENEFITS DYNAMICS, 555 Madison Avenue #514, NEW YORK, NY 10022. GROUP INSURANCE, NOT INVESTMENT RELATED, AGENT, OFFERING ACCIDENT/HEALTH, DISABILITY, INSURANCE PORTION OF HSAS AND TRADITIONAL LIFE INSURANCE, STARTED IN 1983, WORKING 20 HPM DURING TRADING HOURS, 5)PERSONNEL RESOURCE CONSULTANTS, INC, 555 Madison Avenue #514, NEW YORK, NY 10022, CATEGORY: LEGAL ENTITY, NOT INVESTMENT-RELATED: , TITLE: OWNER DUTIES: CORPORATION THAT OPERATES THROUGH D/B/A INCLUDING BENEFITS DYNAMICS, ALL RISK MANAGEMENT, EXECRELOUSA, HORIZON ASSET ADVISORS, NAUTICOMARINE, START DATE: 1-1-79, HOURS PER MONTH: 20, HOURS PER MONTH DURING TRADING HOURS: 10. 6)NAME AND ADDRESS: NAUTICO MARINE, 555 Madison Avenue #514, NEW YORK, NY 10022, CATEGORY: WHOLESALE-RETAIL MARINE ACCESSORIES, INVESTMENT-RELATED: NO, TITLE: OWNER DUTIES: PRODUCE AND SELL MARINE ACCESSORIES AND PRODUCTS, PARTICULARLY, DURING BOATING SEASON, START DATE: 10-1-2012, HOURS PER MONTH: 5, HOURS PER MONTH DURING TRADING HOURS: 0 7) NAME AND ADDRESS: HAROLD KALKSTEIN, 1175 YORK AVENUE, APT 5M, NEW YORK, NY 10065, CATEGORY: RENTAL PROPERTY, INVESTMENT-RELATED: YES, TITLE: OWNER, DUTIES: COLLECT RENT, RENEW LEASE, START DATE: 4-1-1995, HOURS PER MONTH: 1, HOURS PER MONTH DURING TRADING HOURS: 0 INSURANCE-PROPERTY & CASUALTY -SPA RISK MANAGEMENT POSITION: PRESIDENT NATURE: PROVIDING PROPERTY AND CASUALTY INSURANCE COVERAGE FOR SMALL BUSINESS OWNERS (INCLUDING SALONS ETC) INCLUDING INITIAL PLACEMENT, SERVICING AND RENEWALS. INVESTMENT RELATED: NO NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 03/15/2015 ADDRESS: 555 MADISON AVENUE SUITE 514, NEW YORK, NY 10022 DESCRIPTION: BROKERAGE OF PROPERTY & CASUALTY INSURANCE POLICIES INCLUDING ASSESSING CURRENT INSURANCE COVERAGE AND COVERAGE NEEDS, OBTAINING QUOTATIONS AND PROPOSALS AND MAKING PRESENTATIONS AND RECOMMENDATIONS. PROCESSING OF NEW BUSINESS APPLICATIONS AND RENEWALS. RENTAL PROPERTY- SAG HARBOR POSITION: co-owner NATURE: It was purchased personally by my spouse and myself for long term appreciation of value and to eventually provide income to myself and my spouse.The business is to rent the house which wil eventually provide income that exceeds the expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 212 Hampton St, Sag Harbor NY 11963 DESCRIPTION: This is a rental property- we have a property manager that handles maintenance. I only make decisions regarding major repairs, pay mortage and utilities and deposit rental checks HORIZON ASSET ADVISORS POSITION: Investment advisor representative NATURE: Marketing of advisory services as IAR of Latitude Advisors LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2017 ADDRESS: 555 Madison Avenue suite 514, new york, NY 10022 , United States DESCRIPTION: Marketing of advisory services (as IAR of Latitude Advisors llc) including approved mailings, website and SEO(search engine optimizaation) , seminars .

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-01-07

Other Names

• Harold M Kalkstein